Generational Planning

“Family” can be defined in many ways, but fundamentally is made of individuals who care about one another. Johndrow Wealth Management is a family business and we have the rewarding experience of watching and guiding our client’s as their own families grow and needs change. Given our connection with clients and their families, we want to ensure they are protected for life’s changes. We encourage clients to develop a plan to assure income and financial well-being for now and future generations. We bring families together to discuss multi-generational wealth transfer to beneficiaries—be that children, nieces, nephews, or friends. Come join our JWM family and let us guide you through these questions!

This communication strictly intended for individuals residing in the states of CA, CT, FL, GA, MA, MI, NC, NY, PA, RI, TX, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.